This checklist was created to help practices streamline the transition from before to after Go Live for a successful implementation of Valant's billing system.
Pre-Go Live
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Ensure all applicable “Provider” information has been entered.
- Check “Signature on file" box. Navigate to Persons & Institutions | Providers | select a provider | Provider tab. Checkbox is in right bottom corner. If the box is unchecked, check the box and click Save. (only applicable if practice plans on submitting claims)
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Ensure all applicable “Patient” information has been entered upon data import completion. Ensure all applicable “Patient” information has been entered upon data import completion. Navigate to Persons & Institutions | Patients | select a patient | Demo tab. Checkboxes are in right bottom corner.
- Check “Signature on file" box in patient’s “Demo” tab. (only applicable if practice plans on submitting claims)
- Check “Info release auth” box in patient’s “Demo” tab. (only applicable if practice plans on submitting claims)
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Ensure all applicable “Insurance Companies” information has been entered upon data import completion. Navigate to Persons & Institutions | Insurance Companies | select an insurance company | Insurance Company tab
- Enter all “EDI Payor IDs” using the clearinghouse payer list. (only applicable if practice plans on submitting claims to payer)
- Create all applicable “Fee Schedules” for payers. (only applicable if practice plans on billing multiple rates)
- Complete all applicable clearinghouse payer enrollments with the clearinghouse.
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Ensure all applicable “Procedure” billing and non-billable codes have been created. Navigate to Transaction Codes | Procedures.
- Check the “Insurance Procedure” box for all billable codes. (only applicable if practice plans on billing code to insurance companies)
- Create all applicable “Transaction Code IDs” to reflect appropriate place of service. (only applicable if practice utilizes multiple places of services)
- Ensure all applicable “Place of Service” IDs have been created Navigate to Reference Data | Places of Service.
- Ensure all applicable “Billing Types” have been created and linked to providers and fee schedule. Navigate to Reference Data | Billing Types.
- Ensure all applicable “Facility” information has been entered including 4-digit zip code. Navigate to Persons & Institutions | Facilities | select a facility | Facility tab.
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Ensure all applicable “Practice” information has been entered including “Specialty”, "ZIP” and “ZIP+4”, and information in the “EDI Billing Contact” tab. Navigate to Persons & Institutions | Practice.
- Select the appropriate “Practice Type”. Select “Person” if billing using providers NPI. Select “Non-Person” if billing using practice NPI.
Post-Go Live
- Ensure all applicable payer enrollments have been approved by the clearinghouse prior to claim submission. This can be completed by logging into the clearinghouse website and viewing each payer enrollment status.
- Run the “Pending Insurance Claims” report prior to claim submission. Navigate to Reports | System Reports | Pending Insurance Claims from Billing drop-down options. Use top filters if applicable.
- Run “Claim Submission” report after claims have been submitted to ensure all applicable claims have been billed to the clearinghouse. Navigate to Reports | System Reports | Claim Submission from Billing drop-down options. Use top filters if applicable.
- Ensure all ERA file payments appear in Valant as applicable. (Typically, payer payment will be received within 30 days depending on the payer claim review process.) Navigate to Billing | ERA.
- Review all claim rejections / denials located within your clearinghouse website. (The Valant system does not support Box 22. All claim corrections will be completed within the clearinghouse website.)